8 Figure Finance

Helping business owners feel confident in their cashflow and finances through world class accounting, bookkeeping and CFO services

Bookkeeping service (show on map)

5.0

★★★★★

28 reviews

Philadelphia-based CPA firm offering bookkeeping, tax preparation, financial analysis, and fractional CFO services for growing agencies and businesses.

Call (215) 350-8770

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About

8 Figure Finance is a Philadelphia-based CPA firm built for founders who want financial clarity. The firm helps growing companies scale by replacing multiple vendors with one strategic partnership — delivering everything from daily bookkeeping to executive-level CFO insights. S

ervices include bookkeeping, financial analysis, advisory, tax preparation, tax consulting, fractional CFO, accounts receivable, and accounts payable. Trusted by over 500 businesses managing more than $500 million in annual revenue. The team includes Jordan Ross (Managing Partner), Zach Vieth (Partner), Justin Damis (Director, Agency Success), Matt Gravelle (COO), and Ben Sternberg.

CPA-run firm with forensic accounting background

Trusted by 500+ businesses managing over $500M in annual revenue

Weekly bookkeeping with monthly P&L reporting

Full finance department replacement (bookkeeping + CFO)

Virtual-first approach serving clients nationwide

1,000+ clients referenced in testimonials

Agency-focused with specific expertise in scaling agencies

Services

Bookkeeping

Up to date, organized, clean bookkeeping delivered on time each month. Weekly updates with monthly P&L delivered to clients at the start of each new month.

Weekly bookkeeping Monthly P&L reporting IRS-ready financials Client portal access

Financial Analysis

Experts analyze your P&L and share how you are doing, what can be improved and what should be adjusted, based on insights from thousands of companies.

P&L analysis Business benchmarking Improvement recommendations Company structuring advice

Advisory

Experts work with you to implement recommendations and provide monthly insights into your business.

Monthly insights Recommendation implementation Expert guidance

Tax Preparation

Annual tax filings for individuals and businesses, done accurately and efficiently by a trusted CPA.

Annual tax filing Individual returns Business returns Accurate and efficient

Tax Consulting

Helps individuals and businesses understand how to save money on taxes, grow their business, and how their business should be valued.

Tax savings strategies Business growth planning Business valuation

Fractional CFO

Cash flow forecasting, strategic financial planning, custom financial dashboards, recurring financial oversight, and business insights and analysis.

Cash flow forecasting Strategic financial planning Custom KPI dashboards Recurring strategic meetings

Credentials & Certifications

Certified Public Accountant (CPA)

Reviews

Rating

★★★★★

Reviews

"Their attention to detail in bookkeeping ensures nothing gets overlooked."

Frequently Asked Questions

What services does 8 Figure Finance offer? +

8 Figure Finance offers bookkeeping, financial analysis, advisory, tax preparation, tax consulting, fractional CFO services, accounts receivable, and accounts payable. The firm acts as a complete outsourced finance department for growing businesses.

Where is 8 Figure Finance located? +

8 Figure Finance is based at 1420 Locust Street, Philadelphia, PA 19102. The firm is CPA-run and primarily serves growing businesses virtually across the United States.

How does the bookkeeping process work at 8 Figure Finance? +

The process starts with a free consultation to determine fit. If both parties agree to proceed, 8F conducts a financial review and, if needed, a one-time setup to bring books to IRS and accounting standards. Then they roll into monthly retained service with weekly bookkeeping and monthly P&L delivered to the client at the start of each month.

What types of clients does 8 Figure Finance work with? +

8 Figure Finance works with growing businesses from early-stage startups to growth-stage companies. They specifically mention agencies doing $20k/month to $2MM/month. The firm serves over 500 businesses managing more than $500 million in annual revenue.

Does 8 Figure Finance offer virtual services? +

Yes, 8 Figure Finance operates virtually and serves clients across the United States. The firm emphasizes that virtual support creates a strong foundation for prolonged success and trust.

What is the fractional CFO service? +

Fractional CFO services include cash flow forecasting and management, strategic financial planning, custom financial dashboards with meaningful KPIs, recurring strategic meetings to review performance, and business insights and analysis to identify trends and uncover opportunities.

How can I contact 8 Figure Finance? +

You can reach 8 Figure Finance at [email protected] or +1 (215) 350-8770. The office is located at 1420 Locust Street, Philadelphia, PA 19102. Free consultations are available.